Wealthcare Capital Management’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,979
| Closed | -$210K | – | 76 |
|
|
2023
Q2 | $210K | Sell |
8,979
-196
| -2% | -$4.58K | 0.02% | 73 |
|
|
2023
Q1 | $214K | Buy |
9,175
+705
| +8% | +$16.4K | 0.03% | 67 |
|
|
2022
Q4 | $213K | Buy |
+8,470
| New | +$213K | 0.03% | 71 |
|
|
2022
Q2 | – | Sell |
-5,881
| Closed | -$203K | – | 72 |
|
|
2022
Q1 | $203K | Buy |
+5,881
| New | +$203K | 0.02% | 77 |
|
|
2021
Q4 | – | Sell |
-5,513
| Closed | -$280K | – | 86 |
|
|
2021
Q3 | $280K | Buy |
5,513
+552
| +11% | +$28K | 0.03% | 66 |
|
|
2021
Q2 | $258K | Buy |
4,961
+1,962
| +65% | +$102K | 0.02% | 66 |
|
|
2021
Q1 | $137K | Buy |
+2,999
| New | +$137K | 0.01% | 88 |
|